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How do we "reverse" an Unsubscribe group list from an automation?
We have a group email for our team and one individual has Unsubscribed themselves from that automation - which means the whole team no longer receives the email notification. How can we reinstate that email for the notifications to go out?
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Teamwork and Smartsheet Integrations (Zapier?)
We currently use Teamwork for project management. Our account managers update their milestone dates in Teamwork to create their job schedules at the beginning of a project and then adjust the dates as it progresses. Our organization-wide job board is kept in Smartsheet and we run several reports from it (including monthly…
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Attach generated document to alert without sending link to sheet
I am trying to automate a process where employees use a form to fill out an inspection, and then their answers are used to generate a document that gets emailed to the inspector as well as the contractor for the job site where they are performing this inspection. If at all possible, I'd like to, rather than sending a link…
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automation that sends alert of new fil to requester to requester does not work
Hi, I am a new Smartsheet user. I am currently working on an automation. The problem is that the automation of sending alerts with the complete information that the requester sends from a form does not work. The problem is that the automation works except to a particular person, something to note is that to that person…
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Set Duration to 0d with automation
We have a project template sheet with default tasks, durations, predecessors, etc. When a user saves the template as a new project they can then decide which tasks are not relevant to that project by marking unneeded tasks as 'N/A' in a Status dropdown list column. We created a 'Clear Cell Value' automation to clear the…
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view pending update request: icon not showing
Hello, I've built an automation that sends an update request using the docusign integration when a checkbox is checked (see automation logic below). In testing and in production, I can typically see the icon "view pending update requests for this row" - but not always. The icon is a round, with rotating arrows and a…
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How to have automation populate specific contact within column based on state selected in row?
Scenario: You need alerts and approval requests to go to "contacts in a cell" based on department and state. Is there any way to accomplish this aside from creating a separate contact column for every single state which then has to also be programmed into the automations? (i.e. Request 1 affects all departments for GA, NC,…
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Option to select recipients of notices when a workflow becomes invalid
We currently have a sheet used by many internal and external users for customer service tickets and it includes a large number of workflow automations. There are multiple people that manage the sheet (monitor for issues, make changes/enhancements/etc.). However, if one of the workflows becomes invalid, a notification will…
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Automation is not able to send attachments in the email.
Can Hello everyone, Can someone please help me with this issue. We have sheet that is tracking some testing scripts and some of these rows have an attachment which is basically a sign off form. The ideal automation would be that when the script approval status turns to "Approved' the WF should check the filed that tells us…
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how to operate several offline forms connected through cross references
***Translated via Google Translate as the Community is currently only supported in English* Hello. I present the following case. it has three Sheets. CUSTOMER, establishment and visit. Each sheet has its respective independent form which are connected to each other using the index(match) function. First a client is…
